My tax return receipt shows $3,396 instead of $4,585. What’s wrong? I am located in Seattle, 34 years old, with no dependents, and I spent $3,200 on school in 2019. What is my typical filing status, and do you know roughly what I made this year?

August 14th, 2024

I am buying a condo and need to withdraw $67,000 from my IRA and/or investments. What are the tax liabilities and consequences of taking this money? Should I split the withdrawal between the two accounts, and what percentage should I withhold for taxes?

September 20th, 2023

How should I fill out a 1099-B for my 2020 tax return when dealing with a joint account holder? Specifically, how many shares should be listed in box 1a, what proceeds and cost basis should be listed in boxes 1d and 1e, must this transaction be listed on form 8949, what contracts does box 8 refer to, and what type of contracts does box 11 refer to?

February 9th, 2023

Can you tell me where my stimulus check is?

December 8th, 2023

My 2020 tax return accidentally has a random name as my spouse’s name due to an accountant error. I caught this after filing and am guessing I will need to submit an amended tax form. Will this pose an issue during the consular interview, or will showing the amended tax form be sufficient? I am mainly concerned because the spouse name is incorrect.

July 10th, 2024